LeO

Nonprofit & 990 Intelligence

Turn 990 filings into high-value nonprofit opportunities.

Build a consistent new-business routine around the nonprofit communities you serve. Discover U.S. organizations that fit your specialty, explore new niches, and use financial trends and leadership contacts to prioritize tailored outreach. Develop opportunities across commercial coverage and employee benefits without relying on introductions alone.

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Form 990 financial research

  • Every 990 type, searchable. 501(c)(3), 990T, 990PF, 990EZ by revenue, expenses, net income, and assets.
  • NTEE code targeting. Pinpoint nonprofit niches by the IRS tax code on each organization.
  • Financial health & red flags. Compare revenue, expenses, insurance costs, and net income by year.
  • 990s with 5500 filings. Isolate nonprofits that also carry a benefit plan.

Find organizations in your niche

  • Filter by financials. Revenue, net assets, and gross receipts thresholds.
  • Cross-reference 5500. Benefits intelligence and 990 financial health in one view.
  • Cross-line X-dates. Layer Workers' Comp X-dates on the same organization.
  • Directors, officers & compensation. See leadership names, positions, phone numbers, and compensation.

Nonprofit financial history in LeO

SummaryContacts 5500DOTOSHA Worker's Comp 990 Nonprofits My Notes
990990T Officers & Directors
Revenue $M
9871,5262,064 201720212025 1,940
Expenses $M
7791,2031,627 201720212025 1,529
Insurance expenses $M
2.34.97.6 201720212025 7.0
Net income $M
151298445 201720212025 411

Use this data in your prospecting

  1. 1

    Own a niche

    Target a nonprofit vertical by NTEE code.

  2. 2

    Review the finances

    Use changes in Form 990 financials to prepare questions for the organization.

  3. 3

    Reach the board

    Verified director and officer contacts.

  4. 4

    Cross-sell the plan

    Cross-reference 990 and 5500 across the account.

Build a consistent new-business pipeline across your markets. Use fresh insights to revisit target accounts, prioritize your next opportunity, and tailor outreach as business needs change.

  • Commercial

    • Find local businesses or build a focused niche.
    • Time outreach around upcoming renewals.
    • Turn account insights into relevant conversations.

  • Benefits

    • Find employers that fit your benefits expertise.
    • Spot reasons to start a plan-review conversation.
    • Reach decision-makers with a tailored approach.

  • Pension & 401(k)

    • Focus on plans that match your advisory practice.
    • Identify opportunities for a fresh review.
    • Start informed conversations with plan sponsors.

  • Transportation

    • Find trucking companies that fit your appetite.
    • Use changing business signals to prioritize outreach.
    • Bring relevant context to your next conversation.

  • 990 Nonprofits

    • Discover organizations in the communities you serve.
    • Understand their needs before reaching out.
    • Connect with leaders around a relevant insurance conversation.

Research the account across lines of business.

Keep your next opportunity moving. Use LeO's Outreach AI Agent for tailored outreach, export data into your sales process, or build repeatable workflows with MCP. Spend less time moving information and more time developing your book of business.

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Having a partner like LeO to help me grow my list of prospects is so helpful. LeO is committed to building out useful tools that help me build my marketing list, contact prospects that fit my niche, and grow my business.
Bill Butler, CIC, CIS, CWCA Butler & Associates Insurance Agency